Slowdown in population growth creates economic time bomb

Population-24.01.22

The world may not be having enough children to sustain economic growth at current levels.

Notes from the Investment Floor: Demand for green bonds to remain high

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Rhys Petheram looks at trends in bond markets as significant volatility has had multiple underlying causes.

Examining Japan’s green technology credentials

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Dan Carter and Mitesh Patel ask how ready Japan’s corporate sector is to capitalise upon the green technology revolution.

Jupiter Merlin Weekly: Are politicians being honest about ‘net zero’?

Jupiter Merlin Weekly: Are politicians being honest about ‘net zero’?

The Jupiter Merlin team address how politicians are pursuing ‘net zero’ targets, and whether they’re being honest with electorates about the reality of getting there.

Notes from the Investment Floor: A year of proper economic recovery?

Richard Watts looks at a volatile start to the year in investment markets, and appraises the prospects for economic growth in 2022.

Jupiter Merlin Weekly: Biden’s end of year report: must do better

The Jupiter Merlin team appraise President Biden’s first year in office, as missteps at home and abroad have left him looking increasingly embattled.

Jupiter Merlin Weekly: Two years on and still pandemic pandemonium

Jupiter Merlin Weekly: Two years on and still pandemic pandemonium

The Jupiter Merlin team search for some Christmas cheer, as Covid, central bank policy and geopolitics conspire to bring about a troubling end to 2021.

General Powell’s Last Stand?

General Powell’s Last Stand?

Ned Naylor-Leyland, head of strategy for Gold&Silver, explains the curious divergence in the price of gold and real interest rates and argues that a Fed policy error may be the trigger for a golden rebound.

Notes from the Investment Floor: The Fed’s scope to tighten is limited

Notes from the Investment Floor: The Fed’s scope to tighten is limited 15.12.21

Ariel Bezalel says unfavourable structural factors combined with prospects of subdued growth and inflation outlook may preclude aggressive tightening from the Fed.

Demographics: Japan’s ‘mother theme’

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Dan Carter and Mitesh Patel address the ‘mother theme’ of Japanese investing: demographics. Japan’s society continues to age, but what are the implications?